Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Why Nudge.ai?Reach out to the decision makers at Redtail Technology with a personalized email - let them know that you found their recent news mention interesting.
Nudge.ai will notify you when people and companies you care about are mentioned in the news, and provide a template with a personalized message.

Nudge.ai’s relationship intelligence platform can help you find the right executive to reach out to at Redtail Technology, such as Brian McLaughlin, Ceo/Cto, or Tim Minert, Consultant Owner RedHead Consultants. Then get in touch and start a conversation.

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Brian MclaughlinCeo/Cto

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Tim MinertConsultant Owner Redhead Consultants

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David MehlhornEnterprise Relationship Manager

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Krysta MalonsonHuman Resources Manager

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Ryan OakesInformation Technology Supervisor

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Andrew HernandezCOO

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Christopher GonzalesPartner Relationship Manager

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Gary CurryChairman Of The Board

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Connectors at Redtail Technology

Executives can be difficult to reach, but every company has connectors who bring together people and ideas. At Redtail Technology, people like David Mehlhorn, and Laura Hemsworth are likely connectors.

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David MehlhornEnterprise Relationship Manager

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Laura HemsworthAdmin Assistant

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See who in your network has relationships at Redtail TechnologyWith Nudge.ai you can uncover which contacts at a company your network is most strongly connected to. If you find a strong relationship, ask for an introduction!See how it worksSee relationships

Redtail Technology Recent Social Activity

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Tune in tomorrow, May 23, at 11am PDT for our Weekly Training Series.
Do you wish your office was more focused on task collaboration? Do you find that tasks are getting skipped? Join
@redtailhayley
to learn about using the Calendar in your CRM. ➡️
bit.ly/2HQoW8X

2 days ago

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#RedtailTips
-Redtail Tips Tuesday
You can now view and/or edit a Spouse’s or a Dependent’s existing Contact Details information from their ID cards on a Contact’s Family page.
#NewFeature

4 days ago

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The team chose Redtail after a detailed search for the right fit. Redtail’s user design is streamlined, minimalistic and speedily intuitive, “just like Heron!” - David Edwards, President of
@HeronWealth
Watch their story ➡️
bit.ly/2Jadb0v

7 days ago

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Tune in tomorrow, May 16, at 11am PDT for our Weekly Training Series. Join
@RedtailNora
to learn about Activities in your CRM. Proper use of Activities helps your office to efficiently track to-dos and to easily stay on top of your Calendar. ➡️
bit.ly/2Hrcpc3

9 days ago

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#RedtailTips
-Redtail Tips Tuesday
Did you know you can determine for yourself how early Client Birthday, Anniversary, and/or Review Reminders show up on your Redtail Dashboard? ➡️
bit.ly/2Q96A7a

When Redtail Technology is mentioned in the news, Nudge.ai often sees topics like Financial Services, and Wealth. If your conversation focuses on these topics, you’ll probably get Redtail Technology’s attention.

Financial Services

Wealth

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